Solar Energy ETF, $TAN has been the 2nd best performer on our list of Thematic and Industry Group ETFs over the trailing 1 and 3-months (behind Gold Miners $GDX and Home Construction $ITB) and the top performer over the trailing 6-months (+37%). The ETF has returned over 10% this past month which is more than […]
Crossing the Border with Frontier Markets
Frontier Markets ($FM) have been exhibiting considerable strength relative to other International Equity benchmarks since the S&P 500 topped on April 30th. FM has been the only positive area among Global Equities since the May selloff began, up 5.5% while the S&P ($SPY) and All-Country Ex-US Index ($ACWX) are down almost 2% and Emerging Markets […]
Chart of the Week: Inflection Point in Aussie/Yen
The Australian Dollar / Japanese Yen (AUD/JPY) is one of the more useful global risk barometers, but as a non-US Dollar currency pair, it tends to get less attention than some of the more popular indicators of risk appetite. The Australian Dollar has long since been associated with the risk-on trade. Alternatively, the Japanese Yen […]
Chart of the Week: Mid-Cap Meltdown
Large-caps have been outperforming their small and mid-cap peers for some time now. But with the US dollar ($DXY) pressing on the upper end of its multi-year range and investors fretting over multi-national company exposure to trade-related risks, many are calling for more domestically focused small/mid-sized stocks to start showing some strength relative to the […]
Chart of the Week: My Favorite World Equity Market ETF
Last week’s selling pressure hit all around the globe as only two countries on our watchlist of over 50 international ETFs were positive. Nigeria ($NGE +0.67%) and Denmark ($EDEN +0.32%) posted gains while New Zealand ($ENZL -0.10%) rounded out the top three, about flat on the week. Here’s the top 10. I like to look […]
